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Tips, Tricks, and Mistakes I've Made During an Acquisition as a Salesforce Admin

Mergers and acquisitions are common occurrences in today's fast-paced business world. As a Salesforce Admin, you play a crucial role in ensuring a successful transition during an acquisition. In this session, I will discuss the best practices for handling an acquisition as a Salesforce Admin.

First, I will review the steps you can take to prepare for the acquisition, including analyzing your current system, identifying potential data integration challenges, and developing a plan to manage the migration process.

Next, I will discuss how to navigate the complexities of merging two (or more!) CRM systems, including mapping data fields, dealing with duplicate records, and establishing a unified data model.

We will also examine the importance of communication during the acquisition process, including how to collaborate with other teams and stakeholders to ensure that everyone is on the same page.

Finally, we will explore the post-acquisition phase and how to manage ongoing maintenance and support. I will cover topics such as training users on new processes, managing security and access controls, and addressing any unforeseen issues that may arise.
By the end of this session, you will have a better understanding of how to manage a Salesforce system during an acquisition and be equipped with the tools and techniques to make the transition as smooth as possible.



Foundation Software

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